7am - 8am: MEET AND GREET
Meet your fellow advisors and The Perfect RIA team as you claim the best seats. Take this time to ask other advisors and the TPR Team for systems and processes that have been proven to work.
BONUS for Preferred and Platinum Attendees: Exclusive Breakfast with Micah, Matt, Ben, Steven and our other Rockstar advisors.
8am - 10am: PANEL OF SUCCESS - 3 LESSONS I LEARNED THE HARD WAY
In a very interactive format, with plenty of Q&A, our panel of rockstar advisors will each share their three most important (and often most painful) lessons for doubling their respective practices. Mistakes that you can now avoid in your practice.
30-MINUTE BREAK
Use this time to network with peers, ask questions of our experts, or if you must, check your phone.
10:30am - 12pm: DOUBLING YOUR REVENUE WORKSHOP
Using their proven Mountain Map Approach, our success panel members will walk you through what it will take to double your success, which includes clearly defining success.
WORKING LUNCH - TAKING OUT THE HEAD TRASH
After a morning of drinking from the proverbial firehose, during lunch you’ll work with our panel and your peers to identify and begin clearing out the head trash that is waiting to sabotage you when you get back to the office.
1pm - 2pm: HEAD TRASH GROUP WORK
With the guidance of our experts and the support of your peers we’ll work together on an action plan for beating the head trash that is keeping you from being the best advisor possible.
30-MINUTE BREAK
Use this time to network with peers, ask questions of our experts, or if you must, check your phone.
2:30pm - 4pm: DOUBLING YOUR EFFICIENCY
The best advisors have the same 24 hours a day as everyone else, but manage to deliver 4x the value. Learn from each of our advisors their most valuable time saving strategies that you can implement today.
4pm - 5pm: ASK US ANYTHING (well, almost anything)
After an intense day of learning, this will be your chance to ask the panel any and all questions you still have about their practice, including systems, processes, marketing, leadership, investing, Guardrails, Buckets, etc.
6pm - 8pm: PRIVATE RECEPTION FOR PLATINUM ATTENDEES
Join Micah, Matt, Ben and our other guests for an evening reception where over snacks, beer and whiskey they will set you up with your own personal extreme accountability which will virtually guarantee you do what you said you would do.